Top 7 advisors in Rye
We’ve curated a list of the best financial advisors in Rye, take a look at it below
Find an advisor in Rye| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,946,452,896 | 24 advisors | ||
| 2 | $1,759,556,283 | 14 advisors | ||
| 3 | $1,193,023,816 | 15 advisors | ||
| 4 | $250,000,000 | 11 advisors | ||
| 5 | $226,280,479 | 15 advisors | ||
| 6 | $131,431,240 | 28 advisors | ||
| 7 | $34,345,110 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Rye, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Rye. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Dunes Point Capital, L.p.
Assets under management
$1,946,452,896
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Apexium Financial Lp
Assets under management
$1,759,556,283
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
% OF ASSETS UNDER ADVISEMENT
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
3. Sfw Capital Partners
Assets under management
$1,193,023,816
Fee structure
A percentage of assets under your management
Performance-based fees
FEE INCOME FROM PORTFOLIO COMPANIES OF FUND
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Phoenix Merchant Partners, Lp
Assets under management
$250,000,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
5. Ospraie Management, LLC
Assets under management
$226,280,479
Fee structure
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
6. New Age Alpha Advisors, LLC
Assets under management
$131,431,240
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
- Not sure which one to choose?Use our smart matching tool
7. Helianth Investment Management LLC
Assets under management
$34,345,110
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Your first meeting is free.